Why Baird Is Bullish on Capital One, Citizens Financial

The video discusses the recent unprecedented changes in bond yields following the Fed meeting and trade tariffs. It highlights the importance of cautious evaluation of market indicators during times of panic. The fundamentals of banks remain strong, with good loan demand and credit quality. The video identifies investment opportunities in banks like Capital One and Citizens Financial, noting their strong earnings and dividend yields.

Which bank does the speaker mention as a good investment opportunity and why?

What are the implications of low Fed rates on consumer credit according to the speaker?